Offer 06First 100 days

The first 100 days of AI in a business you just bought

Read what the business already records, pick the jobs worth automating first, ship the first one and keep the plan.

Start a conversation See what you get
Three men in high-visibility vests talking in a metals warehouse, with racks of aluminum bars behind them

Who it’s for

This offer is for a new owner, a next-generation successor or a private equity team in its first months. The business is a $5M to $50M manufacturer, food and beverage producer or wholesale distributor in Ontario or Quebec.

You inherited an ERP, an accounting system, a set of spreadsheets and the people who know how they fit together. You are reviewing every process anyway, and the team expects some change. You want a first win you can show, and next steps planned from the business’s own records.

The offer fits when:

  • You closed recently, or you are taking over from a parent.
  • Key numbers depend on one person or one spreadsheet.
  • Your board or partners expect an AI plan, and you want it built on what the business records.
Derik at Thrive was instrumental in taking incredibly messy data we inherited in a business we acquired and, through using AI, organized it in record time in a way that made it reviewable by our team for final review and approval.

Rios-Karim Mercier, Belmont Capital.

What you get

01A map of the recordsThe systems, what each holds, who changes it, and the spreadsheets the business depends on.
02One databaseThe key records copied read-only into a database that belongs to the company, so nothing in the live systems changes.
03Written definitionsWhat counts as a sale, which date makes an order late, and the other terms your reports depend on.
04A ranked list of jobsThe two or three jobs worth automating first, each with the records it needs, who approves its output and how to measure it.
05The first job, shippedBuilt and running on your systems, with a person approving what it drafts.
06An AI registerThe AI tools staff already use, the data each one reads and who is responsible for it.
07A written planThe jobs after the first, in order, with what each needs and the risks to watch.

How it runs

Four weeks from the first call to daily use.

Week 1A map of the records and the people, and the records in one placeWe map the systems and copy the key records read-only into one database. We sit down with the people everyone asks, such as the estimator or the office manager.
Week 2A ranked list of jobs, and the first one chosenWe write the first definitions and rank the candidate jobs with you. You pick the first one.
Week 3The first job working on real recordsWe build the first job on your systems, with the people who will use it.
Week 4One job in production, and a written planThe first job goes into daily use, with a person approving what it drafts. We write the plan for the next jobs, review it with you and decide together whether stage two is worth doing.

The first stage takes four weeks, at a fixed price agreed before work starts. It runs on your own workspace, and if you stop there, everything built in it is yours to keep.

What we need from you

AccessRead-only logins to the ERP and accounting system, and copies of the spreadsheets the business runs on.
PeopleAbout an hour each with the two or three people who know the records best.
TimeThe owner or the deal lead, for a review of about an hour each week, and one person on the team to own the first job.

What changes

You know what the business records, where each record sits and who keeps it. One job runs in production on the systems you inherited, checked by your own people.

The next steps are written down, ranked and tied to records you have seen. Your team meets AI as help with routine work, with people approving what it drafts.

After week 4

The first 100 days set up your workspace, and each next job on the list becomes a module on it.

Modules
ReportingMargin and pricingQuotingOrder deskClaude on your data
Your workspace
One database with your data and your definitionsDesigned to run on its own server in Canada. A chat answers from it and shows the query.
Your systems
ERPAccountingEmailSpreadsheetsFiles and drawings

Each offer adds one module. The modules share one database and one set of definitions, so each new one starts from data that is already clean. If you stop, what was built is yours.

What can come next

The ranked list of jobs is the plan for the year. Each job on it becomes a module on the same workspace, so the second one starts from the database and definitions the first 100 days put in place.

  • Margin by product and customer, and the prices that no longer cover current cost, as in margin and pricing intelligence.
  • A weekly reporting pack for you and your board, as in the AI reporting sprint.
  • Customer orders drafted from email for a person to approve, as in order desk automation.
  • A one-page quarterly report to the board on the tools in use, results against the baseline and the next job.

Questions people ask

What does it cost?
The first stage is a fixed price agreed before work starts, based on the job. ThriveAI does not publish rates.
We closed last month. Is it too early?
No. The first weeks only read records and talk to people, so nothing in the live systems changes while you learn the business.
Does the data need to be clean before we start?
No. The records are copied as they are, and definitions are fixed as questions expose them. Your team reviews the result before anyone relies on it.
Which job usually comes first?
The one that costs the business the most and uses records it already keeps. In a manufacturer or distributor, common first jobs are margin by customer, prices behind cost, the weekly reporting pack and order entry.
Does the same plan work for a family successor?
Yes. The steps are the same. A successor should also write down the founder’s pricing rules and customer exceptions while the founder is still there.
Where does our data go?
The platform is designed to keep each client’s data on its own server in Canada. You choose a model on that server or a hosted model under a written zero data retention agreement. A hosted model may process requests outside Canada. For the options, see private AI for business.

Contact

Plan the first 100 days on the records you bought

Tell Derik what you bought, when the deal closed and which systems hold its records. He will tell you what the first four weeks would look like.

Prefer to talk? Book a meeting.

Your message goes to Derik Lawlis, the founder.